Filed July 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,078 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,493 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 16 · EIN 26-4310844 | Consulting | $12,500 |
Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 26-4310844 | Consulting | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,008 | $80,211-53.9% | $74,183-50.1% | $63,975-42.2% |
| Participation rate | 86.2% | 84.2%+2.0pp | 76.6%+9.6pp | 71.1%+15.1pp |
| Annual return | 10.85% | 14.13%-3.3pp | 17.74%-6.9pp | 48.65%-37.8pp |
| Employer contribution / active EE | $457 | $2,553-82.1% | $2,370-80.7% | $2,182-79.0% |
| Participant deferral / active EE | $2,707 | $4,370-38.1% | $3,550-23.8% | $3,356-19.4% |
| Admin fee / account holder | $39 | $67-42.4% | $5,586-99.3% | $70-45.0% |